Virtual Senior Tax Advisor – CPA/EA Expert

Intuit, Inc.; Champaign (IL); À distance; USD 37 000 - 48 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a remote TurboTax tax advisor with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes. You will guide and prepare returns, explain tax terms, and use expert knowledge to ensure accurate filings.

You will interact with customers through state-of-the-art video tools, resolve inquiries, and document interactions. Training, compliance, and continuous improvement are expected parts of the role.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state individual 1040 return prep experience for 30+ clients per season.

Responsabilités

• Assist TurboTax customers via virtual video interactions.
• Provide tax guidance, full service return preparation and signatures.
• Answer product/software queries and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training and development as required.

Connaissances

Active unrestricted credential

Strong communication skills

Tech proficient

Bilingual English/Spanish (bonus)

Outils

Commercial tax prep software

Description du poste

Intuit, Inc. is seeking a remote TurboTax tax advisor with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes. You will guide and prepare returns, explain tax terms, and use expert knowledge to ensure accurate filings.

You will interact with customers through state-of-the-art video tools, resolve inquiries, and document interactions. Training, compliance, and continuous improvement are expected parts of the role.